LYFT INC LYFT
CL A COM · Common Stock · CUSIP 55087P104 · ISIN US55087P1049
American transportation network company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($14.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.57. Options: 40 managers hold calls ($227.1m notional), 35 hold puts ($141.2m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 433 |
| Q4 2022 | 423 |
| Q1 2023 | 388 |
| Q2 2023 | 371 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 184 | 246 |
| Q1 2023 | 186 | 204 |
| Q2 2023 | 144 | 193 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $457.0m | $314.4m | 0.69 |
| Q4 2022 | $641.9m | $193.7m | 0.30 |
| Q1 2023 | $229.3m | $216.0m | 0.94 |
| Q2 2023 | $227.1m | $141.2m | 0.62 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | Added | +5.2m |
| Man Group plc | New | +4.0m |
| Jericho Capital Asset Management L.P. | New | +3.6m |
| D. E. Shaw & Co., Inc. | Added | +3.3m |
| CITADEL ADVISORS LLC | Added | +2.1m |
| JPMORGAN CHASE & CO | Added | +2.1m |
| PRIMECAP MANAGEMENT CO/CA/ | Added | +2.0m |
| Invenomic Capital Management LP | Added | +1.9m |
| NATIONAL BANK OF CANADA /FI/ | Added | +1.4m |
| MARSHALL WACE, LLP | Added | +1.4m |
Biggest sellers
| FMR LLC | Reduced | -55.3m |
| Fisher Asset Management, LLC | Reduced | -6.8m |
| HSBC HOLDINGS PLC | Reduced | -4.1m |
| Clearbridge Investments, LLC | Sold out | -4.1m |
| Man Group plc | Sold out | -4.0m |
| BANK OF NOVA SCOTIA | Sold out | -2.9m |
| ALKEON CAPITAL MANAGEMENT LLC | Sold out | -2.8m |
| Balyasny Asset Management L.P. | Sold out | -2.7m |
| Alyeska Investment Group, L.P. | Reduced | -2.4m |
| MORGAN STANLEY | Reduced | -1.5m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $34.6m3.6m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $30.7m3.2m shares |
| HSBC HOLDINGS PLC | Added | $22.1m2.3m shares |
| SIMPLEX TRADING, LLC | Added | $18.7m1.9m shares |
| CITADEL ADVISORS LLC | Added | $17.1m1.8m shares |
| IMC-Chicago, LLC | Reduced | $13.4m1.4m shares |
| JANE STREET GROUP, LLC | Reduced | $13.4m1.4m shares |
| JPMORGAN CHASE & CO | Added | $8.9m923.0k shares |
| WOLVERINE TRADING, LLC | Added | $8.2m837.0k shares |
| Portman Square Capital LLP | Unchanged | $7.1m735.8k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $31.1m3.2m shares |
| CITADEL ADVISORS LLC | Reduced | $22.9m2.4m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $12.2m1.3m shares |
| JPMORGAN CHASE & CO | Added | $11.0m1.1m shares |
| Cubist Systematic Strategies, LLC | Added | $6.2m650.2k shares |
| IMC-Chicago, LLC | Reduced | $6.1m633.4k shares |
| D. E. Shaw & Co., Inc. | Reduced | $5.0m518.6k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $4.9m514.0k shares |
| JANE STREET GROUP, LLC | Reduced | $4.7m494.0k shares |
| NATIONAL BANK OF CANADA /FI/ | Unchanged | $4.5m4.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| AMERIPRISE FINANCIAL INC 13G · institution +7.0 pts · filed 2026-07-08 | 16.2% |
| BlackRock, Inc. 13G · institution +7.4 pts · filed 2026-04-07 | 11.7% |
| INTEGRATED CORE STRATEGIES (US) LLC 13G · passive investor new · filed 2026-02-19 | 6.1% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 5.1% |
Fell to 5% or below in the last year: FMR LLC (3.0%, 2026-08-06), VANGUARD PORTFOLIO MANAGEMENT LLC (4.9%, 2026-07-31; now reported by VANGUARD CAPITAL MANAGEMENT LLC), AQR CAPITAL MANAGEMENT LLC (3.0%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q2 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 2 | $1.3m | — |
| Q1 2022 | 0 | — | 2 | $1.0m | — |
| Q2 2022 | 0 | — | 1 | $9.9k | — |
| Q3 2022 | 0 | — | 1 | $625.4k | — |
| Q4 2022 | 0 | — | 1 | $19.8k | — |
| Q1 2023 | 0 | — | 1 | $49.0k | — |
| Q2 2023 | 0 | — | 2 | $184.5k | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-05-26 | Wilderotter Mary Agnes Director | Sold | $15.1k1.8k shares |
| 2023-05-22 | Green Logan Director | Sold | $169.4k21.0k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| FMR LLC 0.04% of their portfolio | 55.3m $530.4m | Reduced -55.3m |
| VANGUARD GROUP INC 0.01% of their portfolio | 30.3m $290.8m | Reduced -598.3k |
| BlackRock Inc. 0.00% of their portfolio | 16.1m $154.2m | Added +116.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% of their portfolio | 8.3m $76.9m | Unchanged |
| TWO SIGMA INVESTMENTS, LP 0.17% of their portfolio | 6.8m $65.4m | Added +5.2m |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.29% of their portfolio | 6.4m $61.2m | Reduced -65.6k |
| PRIMECAP MANAGEMENT CO/CA/ 0.05% of their portfolio | 6.3m $60.2m | Added +2.0m |
| STATE STREET CORP 0.00% of their portfolio | 6.0m $57.8m | Added +242.1k |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 5.8m $55.6m | Added +2.1m |
| JACOBS LEVY EQUITY MANAGEMENT, INC 0.29% of their portfolio | 5.3m $51.0m | Reduced -102.9k |
| Dorsal Capital Management, LP 1.92% of their portfolio | 5.0m $48.0m | Reduced -1.0m |
| GEODE CAPITAL MANAGEMENT, LLC 0.01% of their portfolio | 4.9m $47.3m | Added +125.9k |
| MILLENNIUM MANAGEMENT LLC 0.05% of their portfolio | 4.7m $45.2m | Added +363.8k |
| TWO SIGMA ADVISERS, LP 0.11% of their portfolio | 4.6m $43.9m | Added +1.3m |
| Capital World Investors 0.01% of their portfolio | 4.5m $43.5m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 4.2m $40.4m | Reduced -1.5m |
| Fisher Asset Management, LLC 0.02% of their portfolio | 4.1m $39.7m | Reduced -6.8m |
| D. E. Shaw & Co., Inc. 0.06% of their portfolio | 4.0m $38.2m | Added +3.3m |
| Man Group plc 0.12% of their portfolio | 4.0m $38.1m | New |
| Tetragon Partners GP Ltd 5.04% of their portfolio | 3.9m $37.3m | Added +408.6k |
| Spyglass Capital Management LLC 2.60% of their portfolio | 3.8m $36.0m | Reduced -316.6k |
| Alphabet Inc. 1.91% of their portfolio | 3.7m $35.5m | Unchanged |
| Invesco Ltd. 0.01% of their portfolio | 3.6m $35.0m | Reduced -1.1m |
| Jericho Capital Asset Management L.P. 1.37% of their portfolio | 3.6m $34.9m | New |
| Invenomic Capital Management LP 1.94% of their portfolio | 3.6m $34.8m | Added +1.9m |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.05% of their portfolio | 3.4m $32.8m | Reduced -318.7k |
| NORGES BANK 0.01% of their portfolio | 3.4m $32.5m | Reduced -666.5k |
| CITADEL ADVISORS LLC 0.03% of their portfolio | 3.3m $31.4m | Added +2.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 2.4m $23.4m | Added +108.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 2.4m $23.3m | Reduced -167.6k |
| MARSHALL WACE, LLP 0.05% of their portfolio | 2.3m $21.8m | Added +1.4m |
| Quinn Opportunity Partners LLC 2.70% of their portfolio | 2.0m $19.5m | Reduced -265.9k |
| NATIONAL BANK OF CANADA /FI/ 0.04% of their portfolio | 1.9m $19.7m | Added +1.4m |
| CAPITAL FUND MANAGEMENT S.A. 0.26% of their portfolio | 1.7m $16.6m | Added +942.0k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 1.7m $16.2m | Reduced -583.6k |
| UBS Group AG 0.01% of their portfolio | 1.5m $14.3m | Added +173.5k |
| Cubist Systematic Strategies, LLC 0.15% of their portfolio | 1.5m $13.9m | Added +704.0k |
| ENTRUST GLOBAL PARTNERS L L C 5.97% of their portfolio | 1.4m $13.7m | Reduced -22.4k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.4m $13.0m | Reduced -35.2k |
| BNP PARIBAS FINANCIAL MARKETS 0.03% of their portfolio | 1.3m $12.8m | Added +527.4k |
| Connor, Clark & Lunn Investment Management Ltd. 0.06% of their portfolio | 1.2m $11.8m | Added +301.7k |
| Polar Asset Management Partners Inc. 0.23% of their portfolio | 1.2m $11.6m | Added +471.9k |
| CREDIT SUISSE AG/ 0.01% of their portfolio | 1.2m $11.6m | Reduced -240.8k |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.10% of their portfolio | 1.1m $10.7m | Added +611.4k |
| Owl Creek Asset Management, L.P. 0.84% of their portfolio | 1.1m $10.4m | Added +301.6k |
| Russell Investments Group, Ltd. 0.02% of their portfolio | 980.8k $9.4m | Added +133.3k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 957.8k $9.2m | Reduced -584.6k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 876.2k $8.4m | Added +612.0k |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 864.4k $8.3m | Reduced -782.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 842.1k $8.1m | Added +17.8k |
| BARCLAYS PLC 0.00% of their portfolio | 793.9k $7.6m | Added +545.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 752.4k $7.2m | Reduced -513.2k |
| TWINBEECH CAPITAL LP 0.14% of their portfolio | 748.4k $7.2m | New |
| Rockefeller Capital Management L.P. 0.03% of their portfolio | 729.6k $7.0m | First filing |
| Swiss National Bank 0.00% of their portfolio | 724.0k $6.9m | Added +39.6k |
| Twenty Acre Capital LP 2.46% of their portfolio | 671.2k $2.3m | Added +518.5k |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 616.9k $5.9m | Reduced -292.9k |
| Legal & General Group Plc 0.00% of their portfolio | 605.2k $5.8m | Added +110.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 603.7k $5.8m | Reduced -28.6k |
| Engineers Gate Manager LP 0.22% of their portfolio | 595.0k $5.7m | Added +176.0k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 574.6k $5.5m | Reduced -136.5k |
| Knollwood Investment Advisory, LLC 1.83% of their portfolio | 567.6k $5.4m | Unchanged |
| Trexquant Investment LP 0.14% of their portfolio | 563.9k $5.4m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 541.1k $5.2m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.01% of their portfolio | 536.4k $5.1m | Unchanged |
| TUDOR INVESTMENT CORP ET AL 0.08% of their portfolio | 531.4k $5.1m | Added +247.7k |
| Amundi 0.00% of their portfolio | 529.8k $5.4m | Reduced -295.9k |
| CITIGROUP INC 0.01% of their portfolio | 513.4k $4.9m | Added +78.3k |
| California Public Employees Retirement System 0.00% of their portfolio | 435.9k $4.2m | Reduced -65.7k |
| Strategic Wealth Investment Group, LLC 0.66% of their portfolio | 435.0k $4.2m | Added +202.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 417.1k $4.0m | Added +38.0k |
| Holocene Advisors, LP 0.02% of their portfolio | 415.3k $4.0m | New |
| Prentice Capital Management, LP 12.29% of their portfolio | 401.6k $3.9m | Reduced -127.8k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.01% of their portfolio | 395.5k $3.8m | Reduced -15.1k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 381.6k $3.7m | Reduced -9.0k |
| Penserra Capital Management LLC 0.07% of their portfolio | 366.1k $3.5m | Added +47.8k |
| Optimus Prime Fund Management Co., Ltd. 0.48% of their portfolio | 360.0k $3.5m | Unchanged |
| HRT FINANCIAL LP 0.03% of their portfolio | 342.7k $3.3m | New |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 323.4k $3.2m | Reduced -4.1m |
| Dynamic Technology Lab Private Ltd 0.39% of their portfolio | 322.3k $3.1m | New |
| Ardmore Road Asset Management LP 0.92% of their portfolio | 320.0k $3.1m | Reduced -180.0k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.01% of their portfolio | 319.7k $3.1m | Reduced -2.5k |
| ExodusPoint Capital Management, LP 0.04% of their portfolio | 314.6k $3.0m | Added +298.7k |
| Zweig-DiMenna Associates LLC 0.39% of their portfolio | 306.4k $2.9m | Unchanged |
| GROUP ONE TRADING LLC 0.12% of their portfolio | 298.8k $2.9m | Reduced -130.2k |
| IEQ CAPITAL, LLC 0.06% of their portfolio | 289.1k $2.8m | Added +893 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 0.04% of their portfolio | 285.5k $2.8m | Added +61.4k |
| Paragon Capital Management Ltd 0.59% of their portfolio | 283.7k $2.7m | Reduced -1.1k |
| Alyeska Investment Group, L.P. 0.02% of their portfolio | 281.1k $2.7m | Reduced -2.4m |
| Aquatic Capital Management LLC 0.14% of their portfolio | 273.9k $2.6m | New |
| State of New Jersey Common Pension Fund D 0.01% of their portfolio | 265.6k $2.5m | Added +49.1k |
| Blueshift Asset Management, LLC 0.87% of their portfolio | 237.6k $2.3m | Added +100.9k |
| Allianz Asset Management GmbH 0.00% of their portfolio | 231.8k $2.2m | New |
| Trivium Point Advisory, LLC 0.57% of their portfolio | 218.6k $2.1m | Reduced -116.9k |
| Granite Investment Partners, LLC 0.08% of their portfolio | 202.4k $1.9m | Added +13.1k |
| Hudson Bay Capital Management LP 0.02% of their portfolio | 200.0k $1.9m | New |
| EULAV Asset Management 0.07% of their portfolio | 200.0k $1.9m | Reduced -10.0k |
| Parallax Volatility Advisers, L.P. 0.07% of their portfolio | 199.5k $1.9m | Reduced -341.9k |
| Jump Financial, LLC 0.07% of their portfolio | 193.2k $1.9m | Reduced -546.1k |
| TORONTO DOMINION BANK 0.00% of their portfolio | 190.7k $1.8m | Reduced -172.3k |